Ray Chen, Cfa, Cfp®
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Ray Chen, Cfa, Cfp® Email & Phone Number

Investment Banking Associate at Moelis at Moelis & Company
Location: New York, United States 5 work roles 2 schools
1 work email found @fidelity.com 1 phone found area 203 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@fidelity.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Moelis & Company
Role
Investment Banking Associate at Moelis
Location
New York, United States
Company size
1028 employees

Who is Ray Chen, Cfa, Cfp®? Overview

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Quick answer

Ray Chen, Cfa, Cfp® is listed as Investment Banking Associate at Moelis at Moelis & Company, a with 1028 employees, based in New York, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 203, and a matched LinkedIn profile for Ray Chen, Cfa, Cfp®.

Ray Chen, Cfa, Cfp® previously worked as Investment Banking Associate at Moelis & Company and Investment Banking Associate at Rbc Capital Markets. Ray Chen, Cfa, Cfp® holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

Company email context

Email format at Moelis & Company

This section adds company-level context without repeating Ray Chen, Cfa, Cfp®'s masked contact details.

*@fidelity.com
68% confidence

AeroLeads found 1 current-domain work email signal for Ray Chen, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Ray Chen, Cfa, Cfp®

Ray Chen, Cfa, Cfp® is a Investment Banking Associate at Moelis at Moelis & Company. He possess expertise in economics, teamwork, financial analysis, microsoft office, public speaking and 17 more skills.

Listed skills include Economics, Teamwork, Financial Analysis, Microsoft Office, and 18 others.

Current workplace

Ray Chen, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Moelis & Company
Moelis & Company
Investment Banking Associate at Moelis
new york, new york, united states
Website
moelis.com
Employees
1028
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Company profile
View company profile Email format
5 roles

Ray Chen, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Investment Banking Associate

Current
Moelis & Company

New York, United States

Sep 2024 - Present

Investment Banking Summer Associate

Piper Sandler

San Francisco

May 2021 - Jul 2021
Team & coworkers

Colleagues at Moelis & Company

Other employees you can reach at moelis.com. View company contacts for 1028 employees →

DS David Schumacher David Schumacher Colleague at Moelis & CompanyNew York, United States View → JM Janice Morganroth Janice Morganroth Colleague at Moelis & CompanySan Francisco Bay Area, United States View → MD Marlon Dy Marlon Dy Colleague at Moelis & CompanyLos Angeles, California, United States View → ZT Zachary Traum Zachary Traum Colleague at Moelis & CompanyNew York, United States View → AB Adam Burgess Adam Burgess Colleague at Moelis & CompanySan Francisco, California, United States View → LP Linh Phan Linh Phan Colleague at Moelis & CompanyNew York, United States View → DP Dom Petrosino Dom Petrosino Colleague at Moelis & CompanyNew York, United States View → TL Tiffany Lundquist Tiffany Lundquist Colleague at Moelis & CompanyNew York, United States View → BL Bart Lopez Bart Lopez Colleague at Moelis & CompanyBoston, Massachusetts, United States View → CA Connie Alva Connie Alva Colleague at Moelis & CompanyNew York City Metropolitan Area, United States View →
2 education records

Ray Chen, Cfa, Cfp® education

Economics And Math

University Of Virginia

Activities and Societies: Echols Scholar, Enactus Revenue Manager, McIntire Institute of Investment Analyst, Global Markets Group

FAQ

Frequently asked questions about Ray Chen, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ray Chen, Cfa, Cfp® work for?

Ray Chen, Cfa, Cfp® works for Moelis & Company.

What is Ray Chen, Cfa, Cfp®'s role at Moelis & Company?

Ray Chen, Cfa, Cfp® is listed as Investment Banking Associate at Moelis at Moelis & Company.

What is Ray Chen, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Ray Chen, Cfa, Cfp® at Moelis & Company.

What is Ray Chen, Cfa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 203 for Ray Chen, Cfa, Cfp® at Moelis & Company.

Where is Ray Chen, Cfa, Cfp® based?

Ray Chen, Cfa, Cfp® is based in New York, United States while working with Moelis & Company.

What companies has Ray Chen, Cfa, Cfp® worked for?

Ray Chen, Cfa, Cfp® has worked for Moelis & Company, Rbc Capital Markets, Piper Sandler, and Fidelity Investments.

Who are Ray Chen, Cfa, Cfp®'s colleagues at Moelis & Company?

Ray Chen, Cfa, Cfp®'s colleagues at Moelis & Company include David Schumacher, Janice Morganroth, Marlon Dy, Zachary Traum, and Adam Burgess.

How can I contact Ray Chen, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Ray Chen, Cfa, Cfp® at Moelis & Company, including work email, phone, and LinkedIn data when available.

What schools did Ray Chen, Cfa, Cfp® attend?

Ray Chen, Cfa, Cfp® holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

What skills is Ray Chen, Cfa, Cfp® known for?

Ray Chen, Cfa, Cfp® is listed with skills including Economics, Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Powerpoint, and Java.

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